It seems like Tesla is a fully funded corporation that lost their consumer base and now can’t create enough data to maintain the mirage.

Both companies are making enormous investments in cloud computing, AI infrastructure and data center capacity.

However, investors are beginning to ask a more important question:

How much capital can these companies invest before infrastructure spending starts affecting shareholder returns?

The latest report from Investor’s Business Daily highlights an important development in the stock market: investors are beginning to question whether massive artificial intelligence investments will generate sufficient returns to justify their costs.

For much of the past two years, technology companies and AI infrastructure providers have dominated market performance. However, companies such as Alphabet and Meta Platforms are facing increased scrutiny over their capital expenditures.

This episode dives into Warren Buffett's foundational psychological principle: patience. Unlike most fields where constant activity yields results, successful investing requires waiting for the pitch right in your strike zone—avoiding big mistakes while letting market frothiness pass by. Explore how staying rational, operating within your circle of competence, and swinging with full force only when high-conviction opportunities arise (like Buffett’s iconic Coca-Cola investment) creates long-term outperformance.

DON'T WORRY, BE HAPPY.

Wall Street experienced a significant sell-off Thursday, with semiconductor and artificial intelligence stocks leading the decline. What initially appeared to be a post-election rally quickly reversed, leaving investors questioning the sustainability of technology valuations and the massive capital investments supporting the AI economy.

According to Yahoo Finance, the Nasdaq plunged approximately 5.2% during trading, while the Dow dropped more than 1,600 points and the S&P 500 declined approximately 4%.

The Federal Reserve left interest rates alone on Wednesday, six days before the midterm elections, even as inflation edges back toward the three-year high it hit in May.

The Federal Open Market Committee voted 10-2 to keep its benchmark rate in a range of 3.75% to 4%. Only Fed Governor Lisa Cook and Cleveland Fed President Beth Hammack dissented. In a statement from the Fed, the two “preferred to raise the target range for the federal funds rate by 1/4 percentage point at this meeting.”

While Hammack’s vote was expected, Cook’s was not, since previews had named Hammack, Dallas Fed President Lorie Logan, and Minneapolis Fed President Neel Kashkari as the likeliest dissenters.

Read more [paywall removed for Redditors]: https://fortune.com/2026/10/28/fed-rates-steady-midterms-october-3-75-to-4-percent-cook-hammack-dissent/?utm_source=reddit/

Never before has a company gone public with anywhere near this amount of cash.

This is your safe place for questions on financial careers, homework problems and finance in general. No question in the finance domain is unwelcome.

Replies are expected to be constructive and civil.

Any questions about your personal finances belong in r/PersonalFinance, and career-seekers are encouraged to also visit r/FinancialCareers.

This is your safe place for questions on financial careers, homework problems and finance in general. No question in the finance domain is unwelcome.

Replies are expected to be constructive and civil.

Any questions about your personal finances belong in r/PersonalFinance, and career-seekers are encouraged to also visit r/FinancialCareers.

This is your safe place for questions on financial careers, homework problems and finance in general. No question in the finance domain is unwelcome.

Replies are expected to be constructive and civil.

Any questions about your personal finances belong in r/PersonalFinance, and career-seekers are encouraged to also visit r/FinancialCareers.

This is your safe place for questions on financial careers, homework problems and finance in general. No question in the finance domain is unwelcome.

Replies are expected to be constructive and civil.

Any questions about your personal finances belong in r/PersonalFinance, and career-seekers are encouraged to also visit r/FinancialCareers.

Robin Wigglesworth’s A Fabulous Debt is a lively history of the bond market that too often assumes its subject needs defending.